Hello,
I am trying to create a table where I can show the YTD target for a representative. Since targets cannot be split, I have to show them as duplicates.
Targets are set up as an average per month. And then I would like to sum the average to show the YTD Target with fiscal date starting Oct-2022.
I currently have my DAX as
Total Target = Average('Table1'[Target])
Total Target_2= sumx(values('Table1'[Target]),[Total Target])
Target YTD = CALCULATE([Total Target_2], DATESYTD('Table1'[InvDate] . [Date],"09/01"))
My Target YTD formula outputs from October to November. It does not include December. What could I be doing wrong?
| Rep Name | Invoice | Sales | InvDate | Target | |
| Rep1 | 1014343771 | $300 | Oct-22 | $1,000 | |
| Rep1 | 1322443213 | $250 | Oct-22 | $1,000 | |
| Rep1 | 1179412135 | $250 | Oct-22 | $1,000 | |
| Rep1 | 1647275203 | $100 | Nov-22 | $500 | |
| Rep1 | 1402789444 | $200 | Nov-22 | $500 | |
| Rep1 | 1178342331 | $400 | Nov-22 | $500 | |
| Rep1 | 1394226361 | $500 | Dec-22 | $700 | |
| Rep1 | 1834422269 | $200 | Dec-22 | $700 | |
| Rep1 | 1743761730 | $300 | Dec-22 | $700 | |
| | | | | | |
| | | | | | |
| Rep Name | InvDate | Monthly Revenue | Monthly Target | YTD Revenue | YTD Target |
| Rep1 | Oct-22 | $800 | $1,000 | $1,000 | $1,000 |
| Rep1 | Nov-22 | $700 | 500 | $1,500 | $1,500 |
| Rep1 | Dec-22 | $1,000 | $700 | $2,500 | $2,200 |
